Make It Last – Ep 149 – The Tour de France
This week on Make It Last, Mark and Victor will be discussing the Tour de France! How the Marginal Gains Theory helped France win, and if you can use the same theory to plan a successful retirement. They’ll also be discussing the importance of getting to know your attorney, and why it’s important to discuss…
Continue Reading ...Understanding Your Medicare Options
Whether you have just become eligible for Medicare, or have had it for years, we want to help you understand the program in its entirety. Health insurance benefits are constantly changing, and it’s important to work with an independent financial professional who can help you explore your options and purchase the right plan for you.…
Continue Reading ...Make It Last – Ep 148 – Two By Four
Listen Here! This week on Make It Last, Victor and Mark will be discussing two major topics: What are the 4 things that all successful retirees have in common, and what are the 4 major costs of estate planning? Once you have these two questions answered, you’ll be able to successfully strength test your retirement…
Continue Reading ...Make It Last – Ep 147 – The Sandwich Generation
Listen Here! Ever wonder about COVID’s affect on retiree’s? This week Victor and Mark discuss how the 3 million Baby Boomer’s that retired in the past year have affect on the U.S. economy. What is the sandwich generation? Similar to the meat in an actual sandwich, they’re stuck in the middle…in the middle of raising…
Continue Reading ...Make It Last – Ep 146 – It Pays to Keep An Open Mind
Listen Here! This week on Make It Last Victor and Mark discuss the client experience at Medina Law Group and what to expect when you sit down with the team. Then, Victor explains all of the reasons why it pays to keep an open mind when doing your legal and financial planning. He also talks about…
Continue Reading ...Make It Last – Ep 145 – Mapping Out Your Road to Retirement
Listen Here! This week on Make It Last Victor and Mark discuss different factors to consider when mapping out your road to retirement. Potholes in retirement- what are the things you can’t see coming/can’t avoid and how do you plan around them? Utilizing the right navigation system- how an experienced attorney acts like a personal GPS.…
Continue Reading ...Make It Last – Ep 144 – The Importance of Planning Ahead
Listen Here! This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a sustainable retirement plan. Find out why it’s important that you establish a plan before taxes (potentially) go up…
Continue Reading ...Make It Last – Ep 143 – Maintaining Your Mental Health in Retirement
Listen Here! This week on Make It Last Victor and Mark discuss how the Biden Administration’s plans to make tax changes within the estate planning world, and how it could affect you if you fail to make your own plan. Then, Victor talks about the importance of maintaining your mental health in retirement, and finding…
Continue Reading ...Five Fact Friday – September 3, 2021
Watch Here! This week on Five Fact Friday I’ll be taking on a unique look at Disneyland and how it is, in essence, its very own piece of art and ingenuity. Speaking of ingenuity, we also talk about the Apple Watch and it’s potential for a new and exciting free hand feature! In addition, I…
Continue Reading ...Make It Last – Ep 142 – Social Security: The Best Plan Going Forward
Listen Here This week on Make It Last Victor and Mark give you a little insight into who Victor is and how he got to where he is now. Then, Victor and Mark go on to discuss Social Security and how it is, in essence, the corner stone of your retirement plan. Finally, the guys…
Continue Reading ...Make It Last – Ep 141- The Go-Go, Slow-Go, & No-Go Years
Listen Here! This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go…
Continue Reading ...Five Fact Friday – August 20, 2021
Watch Here! “Tiny Homes” step aside and make way for “Granny Pods!” Watch this week’s Five Fact Friday to learn more about how you can allow your grandparents to stay close to home with total peace of mind. In addition, I also share with you the latest caffeine craze everyone’s been talking about! Five Fact…
Continue Reading ...Ready to Take The Next Step?
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